Just the two lads back in the studio this week, back from their adventures in Dublin. They start by reviewing the reason for being in Dublin, the FYUZ industry gathering, and reflect on encounters and conversations they had there. The elephant in the room was the recent major investment in Nokia by Nvidia and they explore the implications of that, and the broader interest of mega US tech companies, to the telecoms sector. They eventually move on to discuss the latest developments in Germany regarding its policy on Huawei, before concluding by reviewing BT’s latest earnings announcement.
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Just the two lads back in the studio this week, back from their adventures in Dublin. They start by reviewing the reason for being in Dublin, the FYUZ industry gathering, and reflect on encounters and conversations they had there. The elephant in the room was the recent major investment in Nokia by Nvidia and they explore the implications of that, and the broader interest of mega US tech companies, to the telecoms sector. They eventually move on to discuss the latest developments in Germany regarding its policy on Huawei, before concluding by reviewing BT’s latest earnings announcement.
With Pierre returning to his roots, it’s a rare remote pod this week. After acknowledging a couple of great recent sessions, conversation turns to reflections on a week of quarterly earnings announcements. They start with Nokia, which felt compelled to warn the world about the negative effects of Trump’s tariffs, a topic that yields some fruitful tangents. Eventually the focus turns to Intel and its continued attempts to improve things for itself, before they conclude with a quick look at how AT&T is benefitting from recent political developments.
Telecoms.com Podcast
Just the two lads back in the studio this week, back from their adventures in Dublin. They start by reviewing the reason for being in Dublin, the FYUZ industry gathering, and reflect on encounters and conversations they had there. The elephant in the room was the recent major investment in Nokia by Nvidia and they explore the implications of that, and the broader interest of mega US tech companies, to the telecoms sector. They eventually move on to discuss the latest developments in Germany regarding its policy on Huawei, before concluding by reviewing BT’s latest earnings announcement.
